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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
$268K +$8.07K +45 +3%
HC
827
Henshaw Capital
Massachusetts
$268K – – –
MGIM
828
M&G Investment Management
United Kingdom
$267K – – –
BFPW
829
BOK Financial Private Wealth
Colorado
$267K +$6.45K +36 +3%
MFW
830
Meristem Family Wealth
Minnesota
$265K +$538 +3 +0.2%
AW
831
Alpha Windward
Massachusetts
$264K -$4.3K -24 -2%
SS
832
Simplicity Solutions
Minnesota
$262K +$247K +1,380 New
CAM
833
Claret Asset Management
Quebec, Canada
$260K -$53.2K -297 -18%
RG
834
Retirement Group
California
$260K +$246K +1,371 New
AFS
835
Access Financial Services
Minnesota
$259K +$245K +1,365 New
STA
836
Summit Trail Advisors
New York
$255K +$12.4K +69 +5%
DP
837
Dearborn Partners
Illinois
$252K – – –
RWA
838
Ropes Wealth Advisors
Massachusetts
$252K – – –
IA
839
IFP Advisors
Florida
$246K +$3.23K +18 +1%
BCP
840
Berkeley Capital Partners
Georgia
$243K -$233K -1,299 -50%
ZIC
841
ZWJ Investment Counsel
Georgia
$242K -$97.3K -543 -30%
BRWM
842
B. Riley Wealth Management
Tennessee
$242K -$26.4K -147 -10%
BCM
843
Brookstone Capital Management
Illinois
$240K +$226K +1,263 New
DWM
844
Dakota Wealth Management
Florida
$239K +$225K +1,257 New
CA
845
Cetera Advisors
Colorado
$236K +$223K +1,245 New
SHWM
846
Smith & Howard Wealth Management
Georgia
$234K – – –
ATPW
847
Ashton Thomas Private Wealth
Arizona
$234K +$220K +1,230 New
PFBT
848
Parkside Financial Bank & Trust
Missouri
$233K +$2.15K +12 +1%
FMWA
849
Forvis Mazars Wealth Advisors
Missouri
$233K +$220K +1,227 New
SCP
850
Stamos Capital Partners
California
$228K -$924K -5,157 -81%
32 33
34
35 36